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Widmann Financial Services’s Charter Communications CHTR Stock Holding History

Widmann Financial Services’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7
Closed -$4K – 150
2021
Q4 		$4K Buy
+7
New +$4.77K ﹤0.01% 362

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Widmann Financial Services's CHTR Position: Q1 2022 in Review

Widmann Financial Services sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 7 shares — an estimated $4K sold.

Widmann Financial Services first reported a position in CHTR in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

  • Widmann Financial Services reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 7 Charter Communications shares in Q1 2022, an estimated $4K.
  • Widmann Financial Services first reported a position in Charter Communications in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Charter Communications position peaked at $4K in Q4 2021.
  • 992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.